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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,000 | $54,370+12.2% | $82,763-26.3% | $68,490-10.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.67% | -13.67%-1.0pp | 702.45%-717.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,974 | $2,219+34.0% | $3,008-1.1% | $2,597+14.5% |
| Participant deferral / active EE | $3,852 | $3,247+18.6% | $4,395-12.3% | $4,028-4.4% |
| Admin fee / account holder | $6,283 | $4,398+42.9% | $5,325+18.0% | $5,403+16.3% |